Wellspring Financial Advisors, LLC
Wellspring Financial Advisors, LLC (CRD# 143112) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,421,171,394 in 1,014 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,421MILLION
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Total Number of Accounts1,014ACCOUNTS
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Average Account Value$2,387,743
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, LA, MT, NH, OH, SC, TX
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kathryn Madzsar (CRD# 6896671) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Kathryn Madzsar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Novak (CRD# 4343549) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Richard Turgeon (CRD# 2309831) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Frederick McLaughlin (CRD# 6625956) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 6 years of experience in the finance industry. Frederick McLaughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Smerke (CRD# 6685435) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.